PD Password Manager combines a password generator, an encrypted vault and one-time secret handoff inside WHMCS. It gives staff an alternative to pasting a password into an ordinary ticket or email.

What the workflow covers

Generate a character password or passphrase, save a credential in the vault when it needs to be retained, or create a one-time handoff for a recipient. These are different tasks: retaining a vault entry and sharing a one-time secret are not interchangeable.

Before you start

Install PD Modules for WHMCS first, connect the account that holds your licence, then install PD Password Manager from its Store. Allow the administrator role that needs to use it.

Set up your first workflow

1. Open Settings and choose the allowed delivery modes: client-area login, public link or both. Set an appropriate default link lifetime.
2. Use the generator and create a handoff with a harmless test value. Choose the recipient and delivery mode deliberately.
3. Open that test handoff as its intended recipient and check the one-time behaviour before using the workflow for a real secret.

Check the result

Check the delivery mode and expiry, and confirm the link no longer reveals the test value after it has been read. Keep the link out of public notes and screenshots.

Public-link passphrase requirements and client access to their own vault entries are Pro features.

Explore the module

See the PD Password Manager for WHMCS module page for the current product details.

Password Manager task guides

• Generate a password or passphrase in WHMCS with PD Password Manager
• Store a credential in the PD Password Manager vault for WHMCS
• Update a stored password or note in PD Password Manager for WHMCS
• Organise and find vault entries in PD Password Manager for WHMCS
• Reveal a vault secret and review Activity in PD Password Manager for WHMCS
• Export the PD Password Manager vault as CSV in WHMCS
• Share a password using PD Password Manager in WHMCS
• Prepare and hand over a service password in WHMCS with PD Password Manager
• Let clients retrieve their own vault credentials in WHMCS with Pro
• Set staff vault permissions in PD Password Manager for WHMCS with Pro
• Review weak, reused and breached vault passwords in WHMCS with Pro
• Check weekly password-health reminders in PD Password Manager for WHMCS
• Check, revoke or replace a password handoff link in WHMCS